McIlrath & Eck’s Franklin Templeton BEN Stock Holding History

McIlrath & Eck’s Portfolio BEN Stock Details BEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$2.31K	–	987
2025 Q3	$2.31K	Hold	100	–	–	﹤0.01%	841
2025 Q2	$2.38K	Hold	100	–	–	﹤0.01%	821
2025 Q1	$1.93K	Hold	100	–	–	﹤0.01%	835
2024 Q4	$2.03K	Hold	100	–	–	﹤0.01%	869
2024 Q3	$2.02K	Hold	100	–	–	﹤0.01%	857
2024 Q2	$2.23K	Hold	100	–	–	﹤0.01%	817
2024 Q1	$2.81K	Hold	100	–	–	﹤0.01%	792
2023 Q4	$2.98K	Hold	100	–	–	﹤0.01%	772
2023 Q3	$2.46K	Hold	100	–	–	﹤0.01%	753
2023 Q2	$2.67K	Hold	100	–	–	﹤0.01%	761
2023 Q1	$2.69K	Hold	100	–	–	﹤0.01%	750
2022 Q4	$2.64K	Hold	100	–	–	﹤0.01%	724
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	744
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	725
2022 Q1	$3K	Hold	100	–	–	﹤0.01%	688
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	683
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	679
2021 Q2	$3K	Sell	100 -50	-33%	-$1.62K	﹤0.01%	678
2021 Q1	$4K	Hold	150	–	–	﹤0.01%	610
2020 Q4	$4K	Hold	150	–	–	﹤0.01%	552
2020 Q3	$3K	Buy	+150	New	+$3.15K	﹤0.01%	540
2018 Q3	–	Sell	-2	Closed	–	–	535
2018 Q2	$0	Hold	2	–	–	﹤0.01%	517
2018 Q1	$0	Buy	+2	New	+$81	﹤0.01%	479

Other funds holding BEN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PCOC

Power Corp of Canada Montreal, Quebec, Canada $843M AUM 39.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

ACL

Azora Capital LP Miami, Florida $2.37B AUM 34.87% 1-Year Est. Return

McIlrath & Eck's BEN Position: Q4 2025 in Review

McIlrath & Eck sold out of Franklin Templeton (BEN) in Q4 2025, closing a stake of 100 shares — an estimated $2.31K sold.

McIlrath & Eck first reported a position in BEN in Q1 2018 and held it in 23 quarters. The position peaked at $4K in Q1 2021. 576 funds tracked by Wall St. Rank hold BEN as of Q4 2025.

McIlrath & Eck reported no remaining Franklin Templeton position as of Q4 2025 after selling out during the quarter.
McIlrath & Eck sold 100 Franklin Templeton shares in Q4 2025, an estimated $2.31K.
McIlrath & Eck first reported a position in Franklin Templeton in Q1 2018 and held it in 23 quarters.
McIlrath & Eck's Franklin Templeton position peaked at $4K in Q1 2021.
576 funds tracked by Wall St. Rank held Franklin Templeton as of Q4 2025.

Based on McIlrath & Eck's 13F filing for Q4 2025, filed 3 Feb 2026.